Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.
To help you determine your ideal gift to The CFMC, we offer an easy-to-use web tool. It's just a few questions. Give it a try!
The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of your choice of gift plans.
If you are advising a client who is considering a planned gift or bequest to Community Foundation for Monterey County, we welcome the opportunity to work with you in helping your client.